Portfolio Specialist (5-Month Contract)

Peoples Group is a trusted financial services company for innovators in Canada’s economic future. The Portfolio Specialist provides administrative support for mortgage portfolio operations, focusing on routine tasks to maintain workflow efficiency within the team.ResponsibilitiesProvide general mortgage administrative assistance to the Portfolio Specialist teamManage shared email inboxes, responding to routine inquiries and redirecting items as neededGenerate and process mortgage statements and related documentationPerform banking system updates, ensuring records are accurate and up to dateSupport insurance and property insurance administration, including document collection and system updatesMaintain and organize physical and electronic filesComplete general administrative tasks such as saving documents, tracking requests, and completing cleanup projectsFollow established procedures closely and escalate questions or issues when requiredSkills1+ year of banking or mortgage administration experience, or experience in a similar roleStrong time management skills with the ability to prioritize and manage multiple administrative tasksExceptional attention to detail and accuracy when processing information and updating systemsSelf-motivated and able to work independently, particularly on repetitive or process-driven tasksComfortable following standard operating procedures and asking questions when clarification is neededProficient in Microsoft Excel and WordExperience with PPlus considered an assetBenefitsA hybrid work environment, enabling you to balance your personal and professional life seamlessly.A competitive compensation package.A strengths-based approach, ensuring we work together more effectively.A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.Company OverviewPeoples Group is a trusted financial institution for the innovators at the forefront of Canada’s economic future. It was founded in 1985, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 501-1000 employees. Its website is https://www.peoplestrust.com.



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